Mark Mowrey Portfolio
Invests via Signature Resources Capital Management LLC | Managed by Mark Mowrey
Invests via Signature Resources Capital Management LLC
Managed by Mark Mowrey
Automatically Tracked
Mark Mowrey Profile
Mark Mowrey leverages a diverse background in technology and entrepreneurship to drive innovation within the investment landscape. With a strong track record in scaling tech-focused ventures, he has become an influential figure known for identifying emerging market opportunities and fostering growth. His experience spans multiple sectors where he has successfully built teams that enhance operational efficiency while delivering unique solutions tailored to evolving consumer needs. Mowrey's ability to integrate cutting-edge technology with sound business practices positions him as a critical player at the intersection of investment and entrepreneurial development.
Mark Mowrey leverages a diverse background in technology and entrepreneurship to drive innovation within the investment landscape. With a strong track record in scaling tech-focused ventures, he has become an influential figure known for identifying emerging market opportunities and fostering growth. His experience spans multiple sectors where he has successfully built teams that enhance operational efficiency while delivering unique solutions tailored to evolving consumer needs. Mowrey's ability to integrate cutting-edge technology with sound business practices positions him as a critical player at the intersection of investment and entrepreneurial development.
Investment Philosophy & Strategy
Innovation serves as the cornerstone of Mark Mowrey's investment philosophy, manifesting in his commitment to harness disruptive technologies across various sectors. His strategic lens focuses on leveraging tech advancements that reshape consumer experiences and create market differentiation. Drawing from substantial entrepreneurial expertise, he adeptly navigates complex ecosystems to uncover unique investment opportunities while fostering collaboration among talented teams. With a keen understanding of operational excellence, his approach aligns capital deployment with innovative potential to maximize long-term value creation.
Innovation serves as the cornerstone of Mark Mowrey's investment philosophy, manifesting in his commitment to harness disruptive technologies across various sectors. His strategic lens focuses on leveraging tech advancements that reshape consumer experiences and create market differentiation. Drawing from substantial entrepreneurial expertise, he adeptly navigates complex ecosystems to uncover unique investment opportunities while fostering collaboration among talented teams. With a keen understanding of operational excellence, his approach aligns capital deployment with innovative potential to maximize long-term value creation.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
52.13%
Gain +0.44%
Monthly
1.25%
Yearly
16.05%
Drawdown
14.16%
$248.8M
Equity
Holdings
$248.8M
Investment
$201.48M
$54.4M
Profit +$690,023.82
Realized
$7.07M
Unrealized
$47.32M
Dividends
$9.04M
Goals
Avg. 45% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.44%
Profit
$690,023.82
Win %
66%
This Week
Compared To Last Week
Gain
0.28%
Profit
$690,023.82
Win %
66%
This Month
Compared to last month
Gain
-0.95%
Profit
-$2.38M
Win %
66%
This Year
Compared to last year
Gain
-1.91%
Profit
-$4.84M
Win %
63%
TSLA Tesla, Inc.
+5.85%
+$61,304.32 
LULU lululemon athletica inc.
+4.37%
+$51.9 
DOW Dow Inc.
+4.35%
+$146.26 
CMG Chipotle Mexican Grill, Inc.
+3.89%
+$160.5 
LITE Lumentum Holdings Inc.
+3.58%
+$541.4 
MPC Marathon Petroleum Corp.
+3.51%
+$5,690.65 
ROST Ross Stores Inc.
+3.51%
+$281.4 
LTH Life Time Group Holdings, Inc.
+3.31%
+$173.75 
JNJ Johnson & Johnson
+3.19%
+$6,736.41 
PSX Phillips 66
+3.09%
+$2,382.72 
WYNN Wynn Resorts, Limited
+3.04%
+$33.15 
CASY Casey's General Stores, Inc.
+2.77%
+$97 
BROS Dutch Bros Inc. Class A Common Stock
+2.65%
+$30.8 
UNFI United Natural Foods Inc.
+2.63%
+$123.5 
VAC Marriott Vacations Worldwide Corporation
+2.6%
+$8.54 
LUV Southwest Airlines Co.
+2.54%
+$23.32 
APO Apollo Global Management Inc.
+2.52%
+$14.22 
CCI Crown Castle Inc.
+2.49%
+$27.82 
NKE Nike, Inc. Class B Common Stock
+2.44%
+$318.5 
LVS Las Vegas Sands Corp.
+2.38%
+$124.95 
GILD Gilead Sciences Inc.
+2.24%
+$910 
AMGN Amgen Inc. Common Stock
+2.23%
+$850.86 
SBUX Starbucks Corp.
+2.21%
+$439.31 
ARWR Arrowhead Pharmaceuticals, Inc.
+2.21%
+$230.4 
RL Ralph Lauren Corp. Class A Common Stock
+2.21%
+$66.56 
GXO GXO Logistics, Inc.
+2.15%
+$295.36 
DOV Dover Corporation
+2.11%
+$84.2 
TNL Travel + Leisure Co.
+2.11%
+$5.48 
LMT Lockheed Martin Corporation
+2.06%
+$12,551.97 
YUMC Yum China Holdings, Inc.
+2.05%
+$25.62 
APLE Apple Hospitality REIT, Inc.
+2.05%
+$62.16 
ROP Roper Technologies Inc.
+2%
+$78.75 
VICR Vicor Corp.
+1.98%
+$174.5 
SYF Synchrony Financial
+1.96%
+$24.57 
MS Morgan Stanley Common Stock
+1.96%
+$158.4 
MOH Molina Healthcare Inc.
+1.96%
+$20.5 
PK Park Hotels & Resorts Inc.
+1.96%
+$13.76 
LRCX Lam Research Corp.
+1.96%
+$43,730.9 
VOYA Voya Financial Inc.
+1.88%
+$90 
CSCO Cisco Systems, Inc.
+1.82%
+$13,991 
XPO XPO, Inc.
+1.81%
+$318.72 
HUBB Hubbell Inc.
+1.77%
+$150.67 
COF Capital One Financial Corp.
+1.75%
+$985.6 
NVDA NVIDIA Corporation
+1.73%
+$12,705.62 
MAR Marriott International, Inc. Class A Common Stock
+1.71%
+$785.88 
NVS Novartis AG Sponsored ADR
+1.7%
+$115.65 
DRI Darden Restaurants, Inc.
+1.7%
+$288 
PWR Quanta Services, Inc.
+1.68%
+$27.51 
WFC Wells Fargo & Company
+1.68%
+$1,774.68 
BNY Bank of New York Mellon Corp.
+1.67%
+$3,978.91 
KLAC KLA Corporation
+1.66%
+$169.05 
PM Philip Morris International Inc.
+1.66%
+$777.85 
HONA Honeywell Aerospace Inc.
+1.66%
+$8.13 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
+1.65%
+$249.91 
ALL The Allstate Corporation
+1.64%
+$4.16 
A AgileThought, Inc. Class A Common Stock
+1.62%
+$252 
GEV GE Vernova Inc.
+1.62%
+$158.16 
HII Huntington Ingalls Industries, Inc.
+1.61%
+$4.41 
FG F&G Annuities & Life, Inc.
+1.6%
+$8.91 
MCD McDonald's Corporation
+1.59%
+$457.04 
YINN Direxion Daily FTSE China Bull 3X Shares
+1.57%
+$755.7 
RTX RTX Corporation
+1.56%
+$229.84 
TNA Direxion Daily Small Cap Bull 3X Shares ETF
+1.56%
+$18.27 
Q Qnity Electronics Inc.
+1.56%
+$123.48 
MET MetLife, Inc.
+1.53%
+$48.48 
FDX FedEx Corp.
+1.5%
+$40.32 
HLT Hilton Worldwide Holdings Inc.
+1.49%
+$109.62 
DFEN Direxion Daily Aerospace & Defense Bull 3X Shares
+1.49%
+$0.65 
DAL Delta Air Lines, Inc.
+1.47%
+$648.62 
OHI Omega Healthcare Investors Inc.
+1.47%
+$8.84 
ARM Arm Holdings plc ADR
+1.44%
+$567.76 
KNX Knight-Swift Transportation Holdings Inc. Class A Common Stock
+1.4%
+$5.13 
ODFL Old Dominion Freight Line, Inc.
+1.4%
+$53.55 
PNC The PNC Financial Services Group, Inc.
+1.38%
+$124 
BAC Bank of America Corporation
+1.37%
+$1,456.03 
NDAQ Nasdaq, Inc. Common Stock
+1.37%
+$19.74 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+1.37%
+$200.41 
HUM Humana Inc.
+1.36%
+$34.56 
VCR Vanguard Consumer Discretionary ETF
+1.36%
+$72.24 
GPC Genuine Parts Company
+1.36%
+$43.42 
CDNS Cadence Design Systems, Inc.
+1.35%
+$90.09 
C Citigroup Inc.
+1.35%
+$161.37 
CVS CVS Health Corporation Common Stock
+1.34%
+$2.5 
AMP Ameriprise Financial Inc.
+1.32%
+$52.08 
ERX Direxion Daily Energy Bull 2X Shares
+1.29%
+$216.48 
YUM Yum! Brands, Inc.
+1.29%
+$54.18 
AME AMETEK, Inc.
+1.27%
+$82.62 
ABBV AbbVie Inc.
+1.27%
+$3,050.32 
PEP PepsiCo, Inc.
+1.27%
+$560.52 
MU Micron Technology Inc.
+1.25%
+$535.32 
USB U.S. Bancorp
+1.24%
+$33.3 
SBAC SBA Communications Corporation
+1.23%
+$6.81 
AIZ Assurant Inc.
+1.22%
+$90.61 
CSX CSX Corporation
+1.22%
+$323.02 
LLY Eli Lilly and Company
+1.22%
+$264.35 
XMMO Invesco S&P MidCap Momentum ETF
+1.22%
+$264.04 
GD General Dynamics Corp.
+1.21%
+$265.23 
VRT Vertiv Holdings Co Class A Common Stock
+1.2%
+$234 
ORLY O'Reilly Automotive Inc.
+1.2%
+$86.4 
ZM Zoom Communications, Inc. Class A Common Stock
+1.2%
+$10.31 
HAS Hasbro Inc.
+1.18%
+$75.06 
WMT Walmart Inc.
+1.18%
+$988.32 
FANG Diamondback Energy Inc.
+1.16%
+$74.25 
JPM JPMorgan Chase & Co.
+1.16%
+$2,590.57 
STLD Steel Dynamics, Inc.
+1.15%
+$5.56 
NOC Northrop Grumman Corporation
+1.15%
+$139.04 
RF Regions Financial Corp.
+1.14%
+$33.15 
WAT Waters Corporation
+1.14%
+$5.18 
CI The Cigna Group
+1.14%
+$122.15 
GS The Goldman Sachs Group, Inc.
+1.12%
+$2,003.28 
TMO Thermo Fisher Scientific Inc.
+1.12%
+$505.85 
DG Dollar General Corp.
+1.11%
+$28.12 
VTRS Viatris Inc.
+1.11%
+$7.6 
CAH Cardinal Health, Inc.
+1.1%
+$638 
MDGL Madrigal Pharmaceuticals Inc.
+1.09%
+$33.11 
ITW Illinois Tool Works Inc.
+1.07%
+$121.36 
AVGO Broadcom Inc.
+1.06%
+$2,833.71 
GRAL GRAIL, Inc.
+1.06%
+$2.8 
FITB Fifth Third Bancorp
+1.04%
+$57.2 
XLV State Street Health Care Select Sector SPDR ETF
+1.03%
+$593.85 
FNF Fidelity National Financial, Inc.
+1.03%
+$192.56 
SBRA Sabra Health Care REIT, Inc.
+1.02%
+$2.4 
SMH VanEck Semiconductor ETF
+1.02%
+$1,145.94 
AMAT Applied Materials Inc.
+1.01%
+$237.46 
AIG American International Group, Inc.
+1.01%
+$102.5 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.01%
+$276.48 
WELL Welltower Inc.
+1%
+$28.56 
AVUV Avantis U.S. Small Cap Value ETF
+1%
+$4,937.35 
TROW T. Rowe Price Group Inc.
+0.99%
+$378.81 
FHN First Horizon Corporation
+0.98%
+$34.5 
CME CME Group Inc. Class A Common Stock
+0.97%
+$38.61 
IYH iShares U.S. Healthcare ETF
+0.97%
+$13.14 
ATMU Atmus Filtration Technologies Inc.
+0.96%
+$1.72 
TCNNF Trulieve Cannabis Corp.
+0.96%
+$29.2 
XBI State Street SPDR S&P Biotech ETF
+0.96%
+$58.63 
WRB W. R. Berkley Corporation
+0.95%
+$23.63 
FHLC Fidelity MSCI Health Care Index ETF
+0.95%
+$152.41 
NSC Norfolk Southern Corp.
+0.94%
+$9.36 
SOXX iShares Semiconductor ETF
+0.94%
+$2,011.5 
EOG EOG Resources, Inc.
+0.93%
+$214.32 
FCPT Four Corners Property Trust Inc.
+0.93%
+$5.95 
PFS Provident Financial Services, Inc. Common Stock
+0.93%
+$41.06 
KEYS Keysight Technologies, Inc.
+0.92%
+$159.5 
DX Dynex Capital Inc.
+0.92%
+$79 
ADI Analog Devices, Inc.
+0.91%
+$96.39 
HCA HCA Healthcare, Inc.
+0.91%
+$34.16 
TFC Truist Financial Corporation
+0.91%
+$5.28 
SSO ProShares Ultra S&P 500
+0.91%
+$17.36 
UPBD Upbound Group Inc.
+0.9%
+$0.46 
TQQQ ProShares UltraPro QQQ
+0.89%
+$259.6 
EIX Edison International
+0.89%
+$32.64 
WWW Wolverine World Wide, Inc.
+0.88%
+$90 
FENY Fidelity MSCI Energy Index ETF
+0.87%
+$50.16 
DFAT Dimensional U.S. Targeted Value ETF
+0.87%
+$312 
BLK BlackRock, Inc.
+0.87%
+$164.9 
SG Sweetgreen Inc. Class A Common Stock
+0.87%
+$3.4 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.86%
+$84.24 
FDXF FedEx Freight Holding Company, Inc.
+0.85%
+$3.76 
BMO Bank of Montreal
+0.85%
+$102.24 
SNPS Synopsys Inc.
+0.84%
+$47.19 
IJH iShares Core S&P Mid-Cap ETF
+0.84%
+$595.97 
VYM Vanguard High Dividend Yield ETF
+0.84%
+$81.6 
VSNT Versant Media Group Inc. Class A Common Stock
+0.83%
+$3.38 
KRE State Street SPDR S&P Regional Banking ETF
+0.81%
+$30.09 
HWM Howmet Aerospace Inc.
+0.81%
+$67.5 
MGV Vanguard Mega Cap Value ETF
+0.81%
+$224.62 
SNA Snap-on Incorporated
+0.8%
+$8.61 
TRGP Targa Resources Corp.
+0.8%
+$19.36 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.8%
+$508.15 
NUE Nucor Corporation
+0.79%
+$4.09 
FBT First Trust NYSE Arca Biotechnology Index Fund
+0.79%
+$55.25 
DFSV Dimensional US Small Cap Value ETF
+0.79%
+$1,003.75 
NI NiSource Inc.
+0.77%
+$15.41 
ALK Alaska Air Group Inc.
+0.77%
+$26.5 
VRSK Verisk Analytics, Inc.
+0.77%
+$10.54 
PH Parker-Hannifin Corporation
+0.76%
+$13.42 
HAL Halliburton Company
+0.76%
+$34.45 
DFAR Dimensional US Real Estate ETF
+0.76%
+$77.14 
BSY Bentley Systems, Incorporated Class B Common Stock
+0.76%
+$18 
ISRG Intuitive Surgical Inc.
+0.75%
+$23.87 
FOXA Fox Corporation Class A Common Stock
+0.75%
+$420 
AVDV Avantis International Small Cap Value ETF
+0.74%
+$3.87 
FIDU Fidelity MSCI Industrials Index ETF
+0.73%
+$354.56 
VIS Vanguard Industrials ETF
+0.73%
+$318.78 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.73%
+$1,075.62 
MTUM iShares MSCI USA Momentum Factor ETF
+0.73%
+$819 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
+0.73%
+$1.17 
VOE Vanguard Morningstar Mid-Cap Value ETF
+0.72%
+$123.41 
MMM 3M Company
+0.72%
+$16.18 
JLL Jones Lang LaSalle Incorporated
+0.72%
+$2.15 
DFAS Dimensional U.S. Small Cap ETF
+0.71%
+$435.68 
IJR iShares Core S&P Small-Cap ETF
+0.71%
+$263 
NLY Annaly Capital Management, Inc.
+0.71%
+$15.21 
D Dominion Energy, Inc.
+0.71%
+$74.06 
SCHH Schwab U.S. REIT ETF
+0.7%
+$31.04 
HAUZ Xtrackers International Real Estate ETF
+0.7%
+$1.05 
UNP Union Pacific Corp.
+0.69%
+$641.48 
DSI iShares ESG MSCI KLD 400 ETF
+0.69%
+$1 
VBR Vanguard Small-Cap Value ETF
+0.69%
+$303.03 
BMY Bristol-Myers Squibb Company
+0.69%
+$35.27 
ISCF iShares International Small-Cap Equity Factor ETF
+0.69%
+$72.3 
BKR Baker Hughes Company
+0.68%
+$16.72 
LNG Cheniere Energy Inc.
+0.68%
+$24.36 
COP ConocoPhillips
+0.68%
+$819.06 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.67%
+$11.71 
T AT&T Inc.
+0.67%
+$438.34 
BKE The Buckle, Inc.
+0.67%
+$1.55 
PFE Pfizer Inc.
+0.67%
+$74.6 
XLE State Street Energy Select Sector SPDR ETF
+0.66%
+$302.68 
CHWY Chewy Inc. Class A Common Stock
+0.66%
+$14.5 
PAVE Global X U.S. Infrastructure Development ETF
+0.66%
+$2.72 
COST Costco Wholesale Corp
+0.66%
+$538.74 
VTV Vanguard Morningstar Value ETF
+0.65%
+$2,074.17 
EVRG Evergy Inc.
+0.65%
+$10.45 
TRV The Travelers Companies, Inc.
+0.65%
+$25.9 
CG The Carlyle Group Inc.
+0.65%
+$14.25 
OTIS Otis Worldwide Corporation
+0.65%
+$10.19 
SCHV Schwab U.S. Large-Cap Value ETF
+0.64%
+$489.94 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.64%
+$60.45 
PRFZ Invesco RAFI US 1500 Small-Mid ETF
+0.64%
+$0.34 
SPMO Invesco S&P 500 Momentum ETF
+0.64%
+$2.64 
IUSG iShares Core S&P U.S. Growth ETF
+0.63%
+$222.3 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.62%
+$220.18 
DFUV Dimensional US Marketwide Value ETF
+0.62%
+$128.1 
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
+0.62%
+$4.82 
MCK McKesson Corporation
+0.62%
+$332.64 
TXN Texas Instruments Inc.
+0.62%
+$215.88 
SCHA Schwab U.S. Small-Cap ETF
+0.61%
+$2,480 
FSTA Fidelity MSCI Consumer Staples Index ETF
+0.61%
+$46.58 
ITA iShares U.S. Aerospace & Defense ETF
+0.61%
+$214.37 
VIG Vanguard Dividend Appreciation ETF
+0.6%
+$118.26 
SPLV Invesco S&P 500 Low Volatility ETF
+0.6%
+$27 
STWD Starwood Property Trust, Inc.
+0.6%
+$21.23 
RXO RXO Inc.
+0.59%
+$31.45 
DXUV Dimensional US Vector Equity ETF
+0.59%
+$1,865.6 
DFLV Dimensional US Large Cap Value ETF
+0.58%
+$156.24 
IWN iShares Russell 2000 Value ETF
+0.58%
+$45.51 
XLU State Street Utilities Select Sector SPDR ETF
+0.58%
+$29.64 
VFH Vanguard Financials Index Fund ETF Shares
+0.57%
+$275.34 
BHP BHP Group Ltd. Sponsored ADR
+0.56%
+$44.88 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
+0.56%
+$115.95 
IBB iShares Biotechnology ETF
+0.56%
+$37.44 
F Ford Motor Co.
+0.56%
+$128.83 
NEE NextEra Energy Inc.
+0.56%
+$20.7 
ULTA Ulta Beauty, Inc.
+0.56%
+$45.5 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.56%
+$153,797 
DUHP Dimensional US High Profitability ETF
+0.56%
+$96.82 
SHOP Shopify Inc.
+0.56%
+$16.92 
FNCL Fidelity MSCI Financials Index ETF
+0.56%
+$391.16 
AVUS Avantis U.S. Equity ETF
+0.55%
+$239,566.4 
VONG Vanguard Russell 1000 Growth ETF
+0.55%
+$44.88 
TDG TransDigm Group Inc.
+0.55%
+$6.08 
DD DuPont de Nemours, Inc.
+0.55%
+$36 
SPG Simon Property Group Inc.
+0.55%
+$5.8 
IXN iShares Global Tech ETF
+0.55%
+$1,462.5 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.54%
+$162.43 
XLP State Street Consumer Staples Select Sector SPDR ETF
+0.54%
+$41.28 
DHI D.R. Horton, Inc.
+0.54%
+$67.2 
NWSA News Corp. Class A Common Stock
+0.54%
+$53.62 
IWM iShares Russell 2000 ETF
+0.54%
+$42.92 
VGK Vanguard FTSE Europe ETF
+0.53%
+$33.58 
VNQ Vanguard Real Estate ETF
+0.53%
+$82.81 
XLF State Street Financial Select Sector SPDR ETF
+0.53%
+$43.66 
XLI State Street Industrial Select Sector SPDR ETF
+0.53%
+$93.96 
ILCG iShares Morningstar Growth ETF
+0.52%
+$104.4 
PGR The Progressive Corporation
+0.52%
+$18.88 
DFIV Dimensional International Value ETF
+0.52%
+$87.87 
WM Waste Management Inc.
+0.51%
+$11.07 
AEP American Electric Power Company, Inc.
+0.51%
+$5.98 
JEPI JPMorgan Equity Premium Income ETF
+0.51%
+$43.5 
PRF Invesco RAFI US 1000 ETF
+0.51%
+$405.27 
GLPI Gaming and Leisure Properties, Inc.
+0.51%
+$3.8 
LOW Lowe's Companies, Inc.
+0.49%
+$122.5 
SCHK Schwab 1000 Index ETF
+0.49%
+$9 
TLT iShares 20+ Year Treasury Bond ETF
+0.49%
+$68.4 
FNDX Schwab Fundamental U.S. Large Company ETF
+0.49%
+$267.04 
RGEN Repligen Corporation
+0.49%
+$18.16 
IWS iShares Russell Mid-Cap Value ETF
+0.49%
+$140.22 
VEEV Veeva Systems Inc.
+0.49%
+$6.28 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.48%
+$4.68 
AVSU Avantis Responsible U.S. Equity ETF
+0.48%
+$3,539.77 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.48%
+$17,114.19 
THRO iShares U.S. Thematic Rotation Active ETF
+0.48%
+$31.28 
IVV iShares Core S&P 500 ETF
+0.48%
+$17,850.78 
LHX L3Harris Technologies, Inc.
+0.48%
+$30.5 
ANET Arista Networks Inc.
+0.48%
+$159.08 
IVW iShares S&P 500 Growth ETF
+0.48%
+$513.5 
VB Vanguard Small-Cap ETF
+0.47%
+$161.84 
VOO Vanguard S&P 500 ETF
+0.47%
+$2,519.04 
DOC Healthpeak Properties, Inc.
+0.47%
+$3.06 
GM General Motors Co.
+0.47%
+$34.44 
SPY State Street SPDR S&P 500 ETF Trust
+0.47%
+$2,424.51 
IWR iShares Russell Mid-Cap ETF
+0.46%
+$11.11 
APUE ActivePassive U.S. Equity ETF
+0.46%
+$203.6 
EFV iShares MSCI EAFE Value ETF
+0.46%
+$226.44 
RSP Invesco S&P 500 Equal Weight ETF
+0.45%
+$40.18 
IYK iShares U.S. Consumer Staples ETF
+0.45%
+$291.9 
EXC Exelon Corp.
+0.45%
+$18 
IDXX IDEXX Laboratories, Inc.
+0.45%
+$30.24 
IVE iShares S&P 500 Value ETF
+0.45%
+$50.29 
UDR UDR Inc.
+0.45%
+$2.56 
PANW Palo Alto Networks, Inc.
+0.45%
+$13.56 
SCHB Schwab U.S. Broad Market ETF
+0.45%
+$7,308.99 
BAI iShares A.I. Innovation and Tech Active ETF
+0.45%
+$16.02 
IUSV iShares Core S&P U.S. Value ETF
+0.44%
+$1,080.69 
ORI Old Republic International Corp.
+0.44%
+$10.2 
GSAT Globalstar Inc.
+0.44%
+$36 
DFVX Dimensional US Large Cap Vector ETF
+0.44%
+$552.3 
DFUS Dimensional U.S. Equity Market ETF
+0.43%
+$2,378.16 
SCHX Schwab U.S. Large-Cap ETF
+0.43%
+$115.18 
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.43%
+$2.4 
GEHC GE HealthCare Technologies Inc.
+0.43%
+$4.34 
OEF iShares S&P 100 ETF
+0.43%
+$123.12 
ED Consolidated Edison Inc.
+0.43%
+$6.93 
DFSU Dimensional US Sustainability Core 1 ETF
+0.42%
+$3,662.6 
STM STMicroelectronics N.V.
+0.42%
+$18.5 
CGUS Capital Group Core Equity ETF
+0.42%
+$17,366.87 
IWF iShares Russell 1000 Growth ETF
+0.42%
+$1,296 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.42%
+$522.75 
XLG Invesco S&P 500 Top 50 ETF
+0.41%
+$19.12 
DRIV Global X Autonomous & Electric Vehicles ETF
+0.41%
+$27.12 
DUK Duke Energy Corporation
+0.41%
+$86.19 
SIZE iShares MSCI USA Size Factor ETF
+0.41%
+$25.55 
CGIE Capital Group International Equity ETF
+0.41%
+$45.53 
VOOG Vanguard S&P 500 Growth ETF
+0.4%
+$108.9 
TER Teradyne, Inc.
+0.4%
+$24.8 
SCHD Schwab U.S. Dividend Equity ETF
+0.4%
+$370.58 
IWD iShares Russell 1000 Value ETF
+0.4%
+$272.34 
QUAL iShares MSCI USA Quality Factor ETF
+0.39%
+$466.32 
ESGU iShares ESG Aware MSCI USA ETF
+0.39%
+$79.33 
PNW Pinnacle West Capital Corporation
+0.39%
+$38.13 
IEFA iShares Core MSCI EAFE ETF
+0.39%
+$1,168.46 
SPHQ Invesco S&P 500 Quality ETF
+0.39%
+$0.96 
VTI Vanguard Total Stock Market ETF
+0.39%
+$1,959.83 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.38%
+$38.61 
DFSI Dimensional International Sustainability Core 1 ETF
+0.38%
+$840.99 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.37%
+$486.42 
AVSD Avantis Responsible International Equity ETF
+0.37%
+$1,882.1 
IWV iShares Russell 3000 ETF
+0.37%
+$10,176.1 
SMBS Schwab Mortgage-Backed Securities ETF
+0.37%
+$0.81 
INTF iShares International Equity Factor ETF
+0.37%
+$91.68 
IWO iShares Russell 2000 Growth ETF
+0.36%
+$63 
VXF Vanguard Extended Market ETF
+0.36%
+$5.81 
ECL Ecolab Inc.
+0.36%
+$7.28 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
+0.36%
+$148.12 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.36%
+$289.71 
DFAI Dimensional International Core Equity Market ETF
+0.35%
+$14,815.67 
CVE Cenovus Energy Inc.
+0.35%
+$57.5 
PLD Prologis, Inc.
+0.35%
+$49.72 
DFIC Dimensional International Core Equity 2 ETF
+0.35%
+$50,739.39 
FNDC Schwab Fundamental International Small Equity ETF
+0.35%
+$14.11 
MNST Monster Beverage Corporation
+0.35%
+$21.44 
AMC AMC Entertainment Holdings, Inc. Class A Common Stock
+0.34%
+$17.16 
BLCR iShares Large Cap Core Active ETF
+0.34%
+$11.79 
WPC W. P. Carey Inc.
+0.34%
+$20.02 
CLNE Clean Energy Fuels Corp.
+0.34%
+$5.5 
WEC WEC Energy Group Inc.
+0.34%
+$0.76 
FMAT Fidelity MSCI Materials Index ETF
+0.34%
+$10.92 
QQQ Invesco QQQ Trust, Series 1
+0.34%
+$1,497.02 
JGRO JPMorgan Active Growth ETF
+0.34%
+$14.26 
AVRE Avantis Real Estate ETF
+0.33%
+$0.9 
ROK Rockwell Automation Inc.
+0.33%
+$4.2 
DFIS DFA International Small Company I
+0.33%
+$34.96 
AMT American Tower Corporation
+0.32%
+$6.71 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+0.32%
+$24.75 
UNH UnitedHealth Group Inc.
+0.32%
+$121.05 
LRGF iShares U.S. Equity Factor ETF
+0.32%
+$528.5 
RITM Rithm Capital Corp.
+0.32%
+$13.5 
FNDF Schwab Fundamental International Equity ETF
+0.32%
+$240.72 
VOT Vanguard Mid-Cap Growth ETF
+0.32%
+$34.58 
UCON First Trust Smith Unconstrained Bond ETF
+0.31%
+$46.8 
CGGO Capital Group Global Growth Equity ETF
+0.31%
+$4,337.91 
VEA Vanguard FTSE Developed Markets ETF
+0.3%
+$1,079.38 
MO Altria Group, Inc.
+0.3%
+$32.4 
ONEQ Fidelity Nasdaq Composite Index ETF
+0.3%
+$33.17 
EFA iShares MSCI EAFE ETF
+0.3%
+$34.1 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+0.3%
+$14.54 
CVX Chevron Corporation
+0.3%
+$176.64 
MDB MongoDB, Inc. Class A Common Stock
+0.3%
+$1.1 
HDV iShares Core High Dividend ETF
+0.3%
+$33.75 
AVDE Avantis International Equity Fund Institutional Class
+0.29%
+$50,226.54 
VBK Vanguard Small-Cap Growth ETF
+0.29%
+$69.56 
QQQM Invesco NASDAQ 100 ETF
+0.28%
+$407.54 
GE General Electric Company
+0.28%
+$61.98 
FENI Fidelity Enhanced International ETF
+0.28%
+$30.25 
IGRO iShares International Dividend Growth ETF
+0.27%
+$78.5 
USMV iShares MSCI USA Min Vol Factor ETF
+0.27%
+$397.88 
CSGP CoStar Group, Inc.
+0.27%
+$4.5 
IDEV iShares Core MSCI International Developed Markets ETF
+0.26%
+$15.18 
SCHI Schwab 5-10 Year Corporate Bond ETF
+0.25%
+$0.6 
XLK State Street Technology Select Sector SPDR ETF
+0.25%
+$20.24 
AMZN Amazon.com Inc
+0.25%
+$2,272.92 
IDV iShares International Select Dividend ETF
+0.25%
+$1.57 
IWP iShares Russell Mid-Cap Growth ETF
+0.25%
+$73.92 
MBB iShares MBS ETF
+0.25%
+$0.23 
SCHF Schwab International Equity ETF
+0.24%
+$1,386.06 
FUTY Fidelity MSCI Utilities Index ETF
+0.24%
+$6.89 
ILMN Illumina Inc.
+0.23%
+$20 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.23%
+$1 
XEL Xcel Energy Inc.
+0.23%
+$3.42 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.23%
+$16 
XAR State Street SPDR S&P Aerospace & Defense ETF
+0.23%
+$84.5 
UPS United Parcel Service, Inc. Class B Common Stock
+0.23%
+$13.8 
MCO Moody's Corporation
+0.23%
+$15.33 
RTO Rentokil Initial plc American Depositary Shares (each representing five Ordinary Shares)
+0.22%
+$4.25 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.22%
+$472.67 
PPL PPL Corporation
+0.21%
+$0.53 
FALN iShares Fallen Angels USD Bond ETF
+0.21%
+$43.34 
DFGP Dimensional Global Core Plus Fixed Income ETF
+0.21%
+$19,270.29 
BMOP BNY Mellon Municipal Opportunities ETF
+0.21%
+$80.84 
CMF iShares California Muni Bond ETF
+0.21%
+$6.9 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.21%
+$169.47 
ABT Abbott Laboratories
+0.2%
+$61.53 
CL Colgate-Palmolive Co.
+0.2%
+$9.31 
SMTH ALPS Smith Core Plus Bond ETF
+0.2%
+$20.7 
VMBS Vanguard Mortgage-Backed Securities ETF
+0.2%
+$29.68 
VUG Vanguard Morningstar Growth ETF
+0.2%
+$1,104.32 
INTC Intel Corporation
+0.2%
+$294.95 
VGT Vanguard Information Technology ETF
+0.19%
+$27.6 
MGK Vanguard Mega Cap Growth ETF
+0.19%
+$187.85 
HD The Home Depot, Inc.
+0.18%
+$271.99 
FTEC Fidelity MSCI Information Technology Index ETF
+0.18%
+$104.52 
DFNM Dimensional National Municipal Bond ETF
+0.18%
+$2,851.49 
VTEC Vanguard California Tax-Exempt Bond ETF
+0.18%
+$58.1 
BGRN iShares USD Green Bond ETF
+0.17%
+$51.72 
BND Vanguard Total Bond Market ETF
+0.17%
+$30.36 
VPLS Vanguard Core-Plus Bond ETF
+0.17%
+$76.37 
PPLI People Inc.
+0.16%
+$3.24 
IFF International Flavors & Fragrances, Inc.
+0.15%
+$4.93 
JMTG JPMorgan Mortgage-Backed Securities ETF
+0.15%
+$50.17 
TGT Target Corp.
+0.15%
+$0.69 
BKMS BNY Mellon Municipal Short Duration ETF
+0.15%
+$13.34 
RMD ResMed Inc.
+0.15%
+$2.66 
EMBC Embecta Corp.
+0.15%
+$0.01 
ELV Elevance Health, Inc.
+0.14%
+$87.04 
EQIX Equinix, Inc.
+0.14%
+$1.38 
SCHC Schwab International Small-Cap Equity ETF
+0.14%
+$6.05 
VT Vanguard Total World Stock ETF
+0.14%
+$191.63 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.14%
+$8.65 
ADP Automatic Data Processing Inc.
+0.14%
+$3.78 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.14%
+$0.77 
FLJP Franklin FTSE Japan ETF
+0.14%
+$4.29 
GOVT iShares U.S. Treasury Bond ETF
+0.14%
+$193.62 
SONY Sony Group Corp. Sponsored ADR
+0.13%
+$21 
SCHW The Charles Schwab Corporation
+0.13%
+$93.72 
CGGR Capital Group Growth ETF
+0.13%
+$4,574.04 
IEF iShares 7-10 Year Treasury Bond ETF
+0.13%
+$1.72 
DFCA Dimensional California Municipal Bond ETF
+0.12%
+$6,574.38 
HTGC Hercules Capital Inc.
+0.12%
+$5.5 
KHC The Kraft Heinz Company
+0.12%
+$1.62 
TMUS T-Mobile US Inc.
+0.12%
+$2.72 
BNL Broadstone Net Lease, Inc.
+0.12%
+$4.56 
KDP Keurig Dr Pepper Inc.
+0.12%
+$6.72 
BNDX Vanguard Total International Bond ETF
+0.11%
+$1.5 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.1%
+$0.12 
EFG iShares MSCI EAFE Growth ETF
+0.1%
+$11.76 
BINC iShares Flexible Income Active ETF
+0.1%
+$1,374.5 
TIP iShares TIPS Bond ETF
+0.09%
+$0.9 
HPQ HP Inc.
+0.09%
+$79.53 
CNQ Canadian Natural Resources Ltd.
+0.08%
+$25.74 
MCHI iShares MSCI China ETF
+0.08%
+$20.88 
SCMB Schwab Municipal Bond ETF
+0.08%
+$22.02 
AMD Advanced Micro Devices Inc.
+0.08%
+$3,405 
SCHP Schwab U.S. TIPS ETF
+0.08%
+$1.38 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.08%
+$597.62 
ROL Rollins Inc.
+0.07%
+$0.72 
AVGE Avantis All Equity Markets ETF
+0.07%
+$0.07 
VOD Vodafone Group plc Sponsored ADR
+0.06%
+$0.47 
UTG Reaves Utility Income Fund
+0.06%
+$5.03 
PG The Procter & Gamble Company
+0.06%
+$15.48 
APCB ActivePassive Core Bond ETF
+0.05%
+$3.36 
FLXR TCW Flexible Income ETF
+0.05%
+$27.62 
ET Energy Transfer LP
+0.05%
+$3.3 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$73.88 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.04%
+$16,252.84 
BKMI BNY Mellon Municipal Intermediate ETF
+0.04%
+$84.42 
MLM Martin Marietta Materials, Inc.
+0.04%
+$0.6 
WDC Western Digital Corp.
+0.04%
+$0.13 
REMX VanEck Rare Earth and Strategic Metals ETF
+0.04%
+$0.1 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$7.79 
BSV Vanguard Short-Term Bond ETF
+0.03%
+$21.37 
MSFT Microsoft Corporation Common Stock
+0.03%
+$475.5 
EPD Enterprise Products Partners L.P.
+0.03%
+$1.34 
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF
+0.03%
+$80.36 
SAMT Strategas Macro Thematic Opportunities ETF
+0.02%
+$3.05 
QTUM Defiance Quantum ETF
+0.02%
+$1.11 
CGSD Capital Group Short Duration Income ETF
+0.02%
+$10.64 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$1 
NEAR iShares Short Duration Bond Active ETF
+0.02%
+$22.87 
JMST JPMorgan Ultra-Short Municipal Income ETF
+0.01%
+$1.82 
SHV iShares 0-1 Year Treasury Bond ETF
+0.01%
+$0.19 
EMR Emerson Electric Co.
+0.01%
+$1.6 
AVB AvalonBay Communities, Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
QRVO Qorvo Inc.
0%
$0 
SBR Sabine Royalty Trust
0%
$0 
SWKS Skyworks Solutions, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
PHYS Sprott Physical Gold Trust
0%
$0 
HONIV Honeywell International Inc.
0%
$0 BPRE
BPRE
0%
$0 
CRCL Circle Internet Group, Inc. Class A
-7.19%
-$18.54 
SES SES AI Corporation Class A Common Stock
-5.65%
-$29.32 
CLSK CleanSpark, Inc.
-5.52%
-$98.31 
HTZWW Hertz Global Holdings, Inc. Warrant
-5.38%
-$12.9 
MARA MARA Holdings Inc.
-5.13%
-$133.56 
RIOT Riot Platforms, Inc.
-4.95%
-$94.24 
QS QuantumScape Corporation
-4.84%
-$39 
COIN Coinbase Global Inc. Class A Common Stock
-4.82%
-$601.92 
SOUN SoundHound AI, Inc. Class A Common Stock
-4.29%
-$16.53 
ETH Ethan Allen Interiors Inc
-4.07%
-$131.13 
SERV Serve Robotics Inc.
-3.96%
-$13.76 
FETH Fidelity Ethereum Fund
-3.91%
-$42.78 
QETH Invesco Galaxy Ethereum ETF
-3.83%
-$41.86 
ETHE Grayscale Ethereum Trust ETF
-3.81%
-$13.87 
ICLN iShares Global Clean Energy ETF
-3.62%
-$166.46 
RGTI Rigetti Computing, Inc.
-3.21%
-$370 
EMAT Evolution Metals & Technologies Corp.
-3.15%
-$4.05 
USAR USA Rare Earth, Inc.
-3.06%
-$42.75 
SNAP Snap Inc. Class A Common Stock
-3%
-$4,875.02 
LCID Lucid Group Inc.
-2.98%
-$136.5 
NET Cloudflare, Inc. Class A Common Stock
-2.98%
-$339.85 
HOOD Robinhood Markets Inc. Class A Common Stock
-2.93%
-$8.37 
VZ Verizon Communications Inc.
-2.91%
-$3,965 
TEAM Atlassian Corporation Class A Common Stock
-2.78%
-$158 
DE Deere & Company
-2.73%
-$88.16 
OKLO Oklo Inc. Class A Common Stock
-2.58%
-$0.68 
FNDE Schwab Fundamental Emerging Markets Equity ETF
-2.54%
-$383.72 
KEEL Bitfarms Ltd.
-2.54%
-$71.11 
TRU TransUnion
-2.5%
-$59.02 
CCOI Cogent Communications Holdings, Inc.
-2.41%
-$0.54 
EQT EQT Corporation
-2.27%
-$170.1 
VELO Velo3D Inc.
-2.26%
-$37.5 
BTC Grayscale Bitcoin Mini Trust ETF
-2.2%
-$244.11 
PXH Invesco RAFI Emerging Markets ETF
-2.19%
-$2.52 
BITB Bitwise Bitcoin ETF
-2.13%
-$47 
RIVN Rivian Automotive, Inc. Class A
-2.11%
-$822 
GBTC Grayscale Bitcoin Trust ETF
-2.09%
-$327.5 
BITO ProShares Bitcoin Strategy ETF
-2.08%
-$0.23 
IBIT iShares Bitcoin Trust ETF
-2.08%
-$1,484.07 
FBTC Fidelity Wise Origin Bitcoin Fund
-2.07%
-$13.14 
ASTS AST SpaceMobile Inc.
-2.04%
-$442.26 
GEN Gen Digital Inc.
-1.85%
-$170.2 
CRWV CoreWeave Inc. Class A Common Stock
-1.82%
-$49.25 
LUNR Intuitive Machines, Inc. Class A Common Stock
-1.81%
-$190 
AVXC Avantis Emerging Markets ex-China Equity ETF
-1.79%
-$40.01 
DECK Deckers Outdoor Corporation
-1.79%
-$36.25 
VFC VF Corporation
-1.77%
-$91.5 
QUBT Quantum Computing Inc.
-1.75%
-$59.69 
OMC Omnicom Group Inc.
-1.72%
-$71 
KMI Kinder Morgan Inc.
-1.71%
-$37.17 
META Meta Platforms Inc Class A
-1.71%
-$7,398.72 
TREE LendingTree Inc.
-1.66%
-$1.33 
DASH DoorDash, Inc. Class A Common Stock
-1.57%
-$62.04 
B BARRICK MINING CORP Common Stock (ABR0)
-1.55%
-$190.57 
CRI Carter's Inc.
-1.53%
-$5.47 
NEM Newmont Corporation
-1.47%
-$49.76 
SPCX Space Exploration Technologies Corp. Class A
-1.47%
-$950.46 
PLUG Plug Power Inc.
-1.45%
-$60 
ESGE iShares ESG Aware MSCI EM ETF
-1.45%
-$44.53 
PSLV Sprott Physical Silver Trust
-1.44%
-$22.45 
SLB SLB N.V.
-1.41%
-$94.5 
RBLX Roblox Corp. Class A Common Stock
-1.4%
-$10.36 
PLTR Palantir Technologies Inc. Class A Common Stock
-1.39%
-$281.7 
ORCL Oracle Corporation
-1.39%
-$7,733.25 
AVSE Avantis Responsible Emerging Markets Equity ETF
-1.38%
-$2,168.04 
SLV iShares Silver Trust
-1.37%
-$65.66 
AAPL Apple Inc.
-1.35%
-$20,697.01 
PPTA Perpetua Resources Corp.
-1.34%
-$34.54 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.33%
-$46,956.69 
FCX Freeport-McMoRan Inc.
-1.32%
-$585.66 
CHTR Charter Communications Inc. Class A Common Stock
-1.3%
-$12.69 
CMCSA Comcast Corp. Class A Common Stock
-1.26%
-$97.19 
NOW ServiceNow Inc.
-1.25%
-$75.43 
BKNG Booking Holdings Inc.
-1.24%
-$48.25 
HGER Harbor Commodity All-Weather Strategy ETF
-1.23%
-$9.45 
URA Global X Uranium ETF
-1.23%
-$1.26 
EXPE Expedia Group Inc.
-1.23%
-$191.97 
TYL Tyler Technologies Inc.
-1.23%
-$62.27 
SPEM SPDR Portfolio Emerging Markets ETF
-1.23%
-$77.47 
DFAE Dimensional Emerging Core Equity Market ETF
-1.23%
-$6,137.1 
VWO Vanguard FTSE Emerging Markets ETF
-1.21%
-$1,234.37 
ARKK ARK Innovation ETF
-1.2%
-$11.76 
WPM Wheaton Precious Metals Corp.
-1.19%
-$144 
IEMG iShares Core MSCI Emerging Markets ETF
-1.18%
-$1,565.36 
SCHE Schwab Emerging Markets Equity ETF
-1.17%
-$895.44 
NFLX Netflix Inc.
-1.12%
-$502.46 
AVEM Avantis Emerging Markets Equity ETF
-1.12%
-$71,816.36 
CRWD CrowdStrike Holdings, Inc.
-1.12%
-$207.36 
CAT Caterpillar Inc.
-1.01%
-$5,882 
XLC State Street Communication Services Select Sector SPDR ETF
-1%
-$1,179.78 
FCOM Fidelity MSCI Communication Services Index ETF
-0.99%
-$375.98 
TRIP Tripadvisor, Inc.
-0.96%
-$4.86 
WDS Woodside Energy Group Ltd ADR
-0.95%
-$8.1 
AXON Axon Enterprise, Inc.
-0.93%
-$2,355.92 
GIS General Mills Inc.
-0.93%
-$16 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.93%
-$2.69 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-0.91%
-$578.51 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.91%
-$355.05 
SYK Stryker Corp.
-0.9%
-$140.25 
EMGF iShares Emerging Markets Equity Factor ETF
-0.88%
-$65.52 
JEDI Defiance Drone & Modern Warfare ETF
-0.88%
-$75.78 
EMMF WisdomTree Emerging Markets Multifactor Fund
-0.86%
-$67.5 
CTA Simplify Managed Futures Strategy ETF
-0.86%
-$242.74 
ANGI Angi Inc.
-0.83%
-$1.54 
MTCH Match Group Inc.
-0.83%
-$44.01 
EBND State Street SPDR Bloomberg Emerging Markets Local Bond ETF
-0.82%
-$0.34 
ADBE Adobe Inc.
-0.78%
-$34.77 
MDLZ Mondelēz International, Inc. Class A Common Stock
-0.75%
-$48 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-0.75%
-$23.52 
AVMV Avantis U.S. Mid Cap Value ETF
-0.74%
-$3,901.67 
DBC Invesco DB Commodity Index Tracking Fund
-0.73%
-$118 
FTNT Fortinet, Inc.
-0.73%
-$69.43 
NLOP Net Lease Office Properties
-0.73%
-$0.42 
MRVL Marvell Technology Inc.
-0.72%
-$237.8 
GOOG Alphabet Inc
-0.71%
-$15,207.54 
COM Direxion Auspice Broad Commodity Strategy ETF
-0.69%
-$108.06 
RIO Rio Tinto plc ADR
-0.68%
-$54.15 
MA Mastercard Inc. Class A Common Stock
-0.67%
-$238.83 
DLB Dolby Laboratories Inc. Class A
-0.67%
-$16.8 
GOOGL Alphabet Inc
-0.66%
-$10,444.5 
WMB The Williams Companies, Inc.
-0.61%
-$15.4 
DDOG Datadog Inc. Class A
-0.61%
-$39.6 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.6%
-$61.74 
EL The Estée Lauder Companies Inc. Class A Common Stock
-0.59%
-$28.8 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.58%
-$1.1 
FISV Fiserv, Inc.
-0.58%
-$31.9 
DFAU Dimensional U.S. Core Equity Market ETF
-0.57%
-$36,695.4 
PVL Permianville Royalty Trust
-0.56%
-$6 
CEG Constellation Energy Corporation
-0.54%
-$50.69 
RXRX Recursion Pharmaceuticals, Inc. Class A Common Stock
-0.54%
-$0.76 
CRM Salesforce, Inc.
-0.53%
-$84.48 
SLDP Solid Power, Inc.
-0.52%
-$7.65 
WST West Pharmaceutical Services Inc.
-0.47%
-$11.1 
CBOE Cboe Global Markets Inc.
-0.45%
-$13.68 
CGXU Capital Group International Focus Equity ETF
-0.44%
-$7,411.46 
ICE Intercontinental Exchange, Inc.
-0.43%
-$11.99 
ABNB Airbnb Inc. Class A Common Stock
-0.42%
-$37.44 
BDX Becton, Dickinson and Company
-0.41%
-$7.38 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-0.41%
-$30.36 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
-0.41%
-$61.16 
GLW Corning Incorporated
-0.4%
-$53.5 
EMBX VanEck Emerging Markets Bond ETF
-0.4%
-$178.8 
INTU Intuit Inc.
-0.4%
-$23.46 
MRNA Moderna Inc.
-0.39%
-$36.9 
VCYT Veracyte, Inc.
-0.38%
-$374.26 
ZBRA Zebra Technologies Corp. Class A Common Stock
-0.37%
-$23.12 
MSI Motorola Solutions, Inc.
-0.36%
-$21.12 
COPX Global X Copper Miners ETF
-0.36%
-$0.78 
SHOO Steven Madden Ltd.
-0.34%
-$208.94 
V Visa Inc. Class A
-0.33%
-$76.16 
DMLP Dorchester Minerals, L.P. Common Units
-0.33%
-$50 
ZTS Zoetis Inc. Class A Common Stock
-0.3%
-$3.18 
PCAR PACCAR Inc.
-0.29%
-$10.39 
MRK Merck & Co., Inc.
-0.29%
-$659.4 
IBM International Business Machines Corporation
-0.28%
-$148.4 
UBER Uber Technologies Inc.
-0.25%
-$13.53 
IP International Paper Co.
-0.23%
-$5.25 
OWL Blue Owl Capital Inc. Class A Common Stock
-0.21%
-$0.76 
DIS The Walt Disney Company
-0.21%
-$150.16 
SNOW Snowflake Inc. Common Stock
-0.21%
-$12.24 
IAU iShares Gold Trust
-0.2%
-$200.7 
VLTO Veralto Corporation
-0.2%
-$5.33 
VXUS Vanguard Total International Stock ETF
-0.19%
-$17.82 
BP BP Plc Sponsored ADR
-0.18%
-$91.2 
WU The Western Union Company
-0.16%
-$3.32 
VWOB Vanguard Emerging Markets Government Bond ETF
-0.16%
-$56 
KO The Coca-Cola Company
-0.16%
-$770.38 
CARR Carrier Global Corp.
-0.15%
-$15.64 
GLDM SPDR Gold MiniShares Trust
-0.14%
-$6.6 
WCN Waste Connections, Inc.
-0.13%
-$14.25 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.12%
-$1.1 
PBT Permian Basin Royalty Trust
-0.12%
-$72 
QCOM QUALCOMM Incorporated
-0.12%
-$214.84 
VSS Vanguard FTSE All-World ex-US Small-Cap Index Fund
-0.12%
-$43.05 
LAND Gladstone Land Corporation
-0.11%
-$0.01 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.11%
-$566.88 
TSN Tyson Foods, Inc. Class A Common Stock
-0.11%
-$1.8 
GLD SPDR Gold Shares
-0.1%
-$30.34 
GMED Globus Medical Inc. Class A Common Stock
-0.1%
-$2 
SU Suncor Energy Inc.
-0.09%
-$19.6 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
-0.09%
-$23.17 
APH Amphenol Corp. Class A Common Stock
-0.08%
-$19.68 
APD Air Products and Chemicals Inc.
-0.08%
-$541.98 
CMI Cummins Inc.
-0.08%
-$2.1 
LYV Live Nation Entertainment, Inc.
-0.08%
-$6.86 
SPIP SPDR Portfolio TIPS ETF
-0.08%
-$0.06 
APIE ActivePassive International Equity ETF
-0.08%
-$13.92 
IHI iShares U.S. Medical Devices ETF
-0.07%
-$0.6 
KD Kyndryl Holdings Inc.
-0.07%
-$0.28 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.05%
-$0.53 
PICK iShares MSCI Global Metals & Mining Producers ETF
-0.05%
-$1.18 
CVNA Carvana Co. Class A Common Stock
-0.04%
-$12.5 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$160.92 
ACWX iShares MSCI ACWI ex U.S. ETF
-0.04%
-$20.43 
CTVA Corteva Inc.
-0.04%
-$0.73 
PSA Public Storage
-0.04%
-$0.46 
OGN Organon & Co.
-0.04%
-$0.24 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$13.77 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$5.58 Events
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Dividends
Dividend Analysis
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| Trades 2561 | Longs Won 1652/2561 64% | Profit Factor 16.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $275,197.39 |
| Average Win $35,034.44 | Best Trade (Oct 20) $10.58M | Sharpe Ratio -10.24 |
| Average Loss -$3,828.73 | Worst Trade (Oct 22) -$579,699.72 | Z-Score 8.49 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w 1d | Expectancy $21,240.36 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 66,667 | 60,000 | 53,333 | 46,667 | 40,000 | 33,333 | 26,667 | 20,000 | 13,333 | 6,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A AgileThought, Inc. Class A Common Stock | 90 | $10,788.53 | $15,828.3 | - | $5,039.77 | 46.71% | +1.618% |
| AAPL Apple Inc. | 4,413 | $957,643.85 | $1.51M | - | $556,191.67 | 58.08% | -1.349% |
| ABBV AbbVie Inc. | 838 | $149,252.13 | $242,416.64 | - | $93,164.51 | 62.42% | +1.274% |
| ABNB Airbnb Inc. Class A Common Stock | 52 | $7,188.69 | $8,907.08 | - | $1,718.39 | 23.9% | -0.419% |
| ABT Abbott Laboratories | 293 | $33,467.17 | $30,445.63 | - | -$3,021.54 | -9.03% | +0.203% |
| ACWX iShares MSCI ACWI ex U.S. ETF | 681 | $46,594.25 | $50,026.26 | - | $3,432.01 | 7.37% | -0.041% |
| ADBE Adobe Inc. | 17 | $6,503.24 | $4,450.17 | - | -$2,053.07 | -31.57% | -0.775% |
| ADI Analog Devices, Inc. | 27 | $6,718.83 | $10,655.28 | - | $3,936.45 | 58.59% | +0.913% |
| ADP Automatic Data Processing Inc. | 9 | $2,776 | $2,741.22 | - | -$34.78 | -1.25% | +0.138% |
| AEP American Electric Power Company, Inc. | 9 | $1,231 | $1,173.19 | - | -$57.81 | -4.7% | +0.513% |
| AIG American International Group, Inc. | 125 | $8,836.2 | $10,260 | - | $1,423.8 | 16.11% | +1.009% |
| AIZ Assurant Inc. | 26 | $5,663 | $7,494.11 | - | $1,831.11 | 32.33% | +1.224% |
| ALK Alaska Air Group Inc. | 100 | $3,907 | $3,466.5 | - | -$440.5 | -11.27% | +0.77% |
| ALL The Allstate Corporation | 1 | $238 | $257.35 | - | $19.35 | 8.13% | +1.643% |
| AMAT Applied Materials Inc. | 62 | $16,864.43 | $23,626.34 | - | $6,761.91 | 40.1% | +1.015% |
| AMC AMC Entertainment Holdings, Inc. Class A Common Stock | 1,716 | $1,682 | $4,993.56 | - | $3,311.56 | 196.88% | +0.345% |
| AMD Advanced Micro Devices Inc. | 8,407 | $4.79M | $4.35M | - | -$438,883.67 | -9.17% | +0.078% |
| AME AMETEK, Inc. | 27 | $5,788 | $6,563.43 | - | $775.43 | 13.4% | +1.275% |
| AMGN Amgen Inc. Common Stock | 87 | $25,309.56 | $39,066.48 | - | $13,756.92 | 54.35% | +2.226% |
| AMP Ameriprise Financial Inc. | 8 | $3,807.75 | $3,989.6 | - | $181.85 | 4.78% | +1.323% |
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FAQ
Which stocks have generated the highest profits for Mark Mowrey?
The largest contributions to the portfolio's profits come from the following stocks: Lam Research Corp - $2.77M, Dimensional Short-Duration Fixed Income ETF - $2.63M, Dimensional U.S. Core Equity 2 ETF - $1.35M, Avantis U.S. Equity ETF - $1.16M, and Dimensional International Core Equity 2 ETF - $1.15M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Albemarle Corporation - $86,417.59, Adobe Inc - $20,954.09, American Airlines Group Inc - $16,763, Fidelity Electric Vehicles and Future Transportation ETF - $8,716.58, and Chipotle Mexican Grill, Inc - $8,669.49. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mark Mowrey's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.04M earned over time. The largest contributors to dividend income include Dimensional Short-Duration Fixed Income ETF - $2.63M, Avantis International Equity Fund Institutional Class - $863,809.43, Avantis U.S. Equity ETF - $849,420.01, Dimensional International Core Equity 2 ETF - $848,570.69, and Dimensional U.S. Core Equity 2 ETF - $566,840.92. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mark Mowrey's monthly returns?
Mark Mowrey's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Mark Mowrey's strategy be considered aggressive or moderate?
Mark Mowrey's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Mark Mowrey's strategy?
Mark Mowrey's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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